An Uptick in IPOs and Private Equity Exits

Jun 20 2019
Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-term scrutiny...

What are the Biggest HR Challenges for Family Offices?

Jun 18 2019
Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges. That’s why family...

FOXCast: The Art of Investing for Families

Jun 10 2019
In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as investment...

13 Reasons Why Estate Planning is Necessary for Modern Families

Jun 10 2019
The below is based on article that originally appeared in Tax Management Estates, Gifts and Trusts JournalTM Modern families take many forms, and estate planning...

Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds

Jun 07 2019
Qualified Opportunity Zones (QOZs) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive...

Improving Family Office Culture in Four Acts

Jun 07 2019
For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we now have year-over-year...

Why Families Need to Participate in Their Own Protection

Jun 05 2019
Below is an excerpt from my article, Approaching Personal and Physical Security With a Risk-Based Perspective, from the 2019 FOX ForesightTM publication. With serious new...

FOXCast: Mindy Earley Geeks-Out on Learning

May 20 2019
In this episode, we check in with Mindy Earley, Chief Learning Officer at FOX on creating programs for the rising generation that help them navigate the unique world of...

Unique Liability Claim Trends in the Ultra-High Net Worth Market

May 13 2019
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and...

FOXCast: Mindfulness around the Trustee/Beneficiary Relationship

May 03 2019
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relationship....